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Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
326
MML Investors Services
Massachusetts
$537K -$123K -639 -17%
Lido Advisors
327
Lido Advisors
California
$535K +$95.2K +496 +19%
SLAM
328
Swiss Life Asset Management
$529K +$151K +787 +34%
BFM
329
Boothbay Fund Management
New York
$523K +$279K +1,454 +91%
BJL
330
Brighton Jones LLC
Washington
$521K +$585K +3,045 New
MCM
331
MAI Capital Management
Ohio
$515K +$214K +1,112 +58%
VAS
332
Vestmark Advisory Solutions
Massachusetts
$514K -$598K -3,112 -51%
FDCDDQ
333
Federation des caisses Desjardins du Quebec
Quebec, Canada
$508K -$174K -907 -23%
KPWS
334
Kestra Private Wealth Services
Texas
$504K +$566K +2,949 New
CFP
335
Cascade Financial Partners
California
$504K
AU
336
AlphaGrep UK
$502K +$129K +672 +30%
TP
337
TritonPoint Partners
Maryland
$491K +$552K +2,873 New
Northwestern Mutual Wealth Management
338
Northwestern Mutual Wealth Management
Wisconsin
$487K +$69.5K +362 +15%
FPAS
339
Focus Partners Advisor Solutions
Missouri
$485K +$12.7K +66 +2%
DCM
340
Donaldson Capital Management
Indiana
$481K
EC
341
EntryPoint Capital
New York
$473K +$531K +2,768 New
KA
342
Kooman & Associates
Pennsylvania
$463K +$960 +5 +0.2%
DnB Asset Management
343
DnB Asset Management
Norway
$450K +$506K +2,634 New
II
344
Inspire Investing
Idaho
$449K +$501K +2,609 +16,306%
GI
345
GAMMA Investing
California
$447K -$24.8K -129 -5%
URS
346
Utah Retirement Systems
Utah
$445K
CCS
347
Concentric Capital Strategies
Connecticut
$434K -$322K -1,679 -40%
MG
348
Marex Group
$428K +$481K +2,503 New
BG
349
Bollard Group
Massachusetts
$427K +$479K +2,497 New
TI
350
Tidal Investments
Wisconsin
$422K -$321K -1,670 -40%